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WealthPLAN Partners’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

WealthPLAN Partners’s Portfolio XSW Stock Details XSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$133 – 1206
2023
Q2 		$133 Buy
+1
New +$123 ﹤0.01% 1223

Other funds holding XSW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's XSW Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2023, closing a stake of 1 share — an estimated $133 sold.

WealthPLAN Partners first reported a position in XSW in Q2 2023 and held it in 1 quarter. The position peaked at $133 in Q2 2023. 85 funds tracked by Wall St. Rank hold XSW as of Q3 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1 State Street SPDR S&P Software & Services ETF share in Q3 2023, an estimated $133.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's State Street SPDR S&P Software & Services ETF position peaked at $133 in Q2 2023.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.